Profil
Ms. Kathy Patty is a Director of Operations at Asset Planning Corp.
(Tennessee).
In addition to overseeing the firm’s processes and procedures, she is responsible for APC’s corporate bookkeeping, human resources, information technology, service workflows, employee management and leadership, and provides concierge service to our clients.
She has been an integral member of the APC team since September 1999, growing from office coordinator to office manager to Director of Operations.
She is a certified Financial Paraplanner Qualified Professional.
She is a certified Financial Para-Planner, and an avid volunteer.
Postes actifs de Kathy Patty
| Sociétés | Poste | Début |
|---|---|---|
Asset Planning Corp. (Tennessee)
 Asset Planning Corp. (Tennessee) Investment ManagersFinance Asset Planning Corp. (APC) is a private, SEC-registered investment advisor and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded in 1975 by P. Kemp Fain, Jr. APC provides wealth management and related advisory services to individuals, pension and profit-sharing plans and other ERISA accounts, trusts, estates, business entities, and non-profit organizations. | Corporate Officer/Principal | 01/09/1999 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Asset Planning Corp. (Tennessee)
Asset Planning Corp. (Tennessee) Investment ManagersFinance Asset Planning Corp. (APC) is a private, SEC-registered investment advisor and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded in 1975 by P. Kemp Fain, Jr. APC provides wealth management and related advisory services to individuals, pension and profit-sharing plans and other ERISA accounts, trusts, estates, business entities, and non-profit organizations. | Finance |
